IWP
XOP icon

Icon Wealth Partners’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Icon Wealth Partners’s Portfolio XOP Stock Details XOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,277
Closed -$311K – 185
2019
Q4 		$311K Buy
3,277
+14
+0.4% +$1.21K 0.1% 118
2019
Q3 		$292K Buy
+3,263
New +$307K 0.1% 115

Other funds holding XOP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Icon Wealth Partners's XOP Position: Q1 2020 in Review

Icon Wealth Partners sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2020, closing a stake of 3,277 shares — an estimated $311K sold.

Icon Wealth Partners first reported a position in XOP in Q3 2019 and held it in 2 quarters. The position peaked at $311K in Q4 2019. 159 funds tracked by Wall St. Rank hold XOP as of Q1 2020.

  • Icon Wealth Partners reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2020 after selling out during the quarter.
  • Icon Wealth Partners sold 3,277 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2020, an estimated $311K.
  • Icon Wealth Partners first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2019 and held it in 2 quarters.
  • Icon Wealth Partners's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $311K in Q4 2019.
  • 159 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2020.

Based on Icon Wealth Partners's 13F filing for Q1 2020, filed 17 Apr 2020.